John Ryan is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC, and has a long-standing role at Marquardt Switches Inc. John is also involved with the Manufacturers Association of Central New York in a vendor capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

Stefano Selenu is a Series 66 licensed advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Edward Jones for three years. Outside of finance, he owns and operates Chef Services of New York Inc. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm employs a manager solutions team that integrates quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Stephanie Garlock is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2025. She previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to her advisory role, she is involved in tax preparation and accounting services and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Gregory Foster is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent thirteen years at BNY Mellon. Outside of his advisory role, he serves as executor of his parents’ will. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advisory models and fiduciary services.

Thomas Westers is a Series 66-licensed financial advisor at LPL Financial with two years of industry experience. He previously worked at Commonwealth Financial Network and Diversified Wealth Strategies, LLC. Outside of his advisory roles, his background includes several years in education and local community involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by operational tools including machine learning for research and advisor support.

Michael Corona is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2005 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Nancy Collins is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Frank Arkinson is a CFP® with 38 years of experience in the financial industry. He has been with RBC Capital Markets since 2002. Outside of his advisory work, he serves on the board of directors for a scholarship organization, holds a secretary role at a charity foundation, and is a committee member at a local church in Syracuse, NY. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Jessica Fontaine is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at City National Bank, Cadaret Grant & Co., Inc., T Rowe Price, Axa Distributors, LLC, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party investment managers.

Carl Dattellas is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Diversified Wealth Strategies, LLC, Commonwealth Financial Network, and Equitable Advisors. He is president and sole owner of Dattellas Wealth Management Group, Inc., a private securities business, and serves as a trust protector for a non-family client. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Laurence Schnall is a CFP® professional operating with LPL Financial, bringing 35 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Key Investment Services LLC, and KeyBanc Capital Markets Inc. He is also involved with Meridian Wealth Management in East Syracuse, NY, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and extensive non-advisory financial activities.

Michael Sidello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2018 and previously operated Siddello Associates, a wealth management business, since 2012. Outside of his advisory work, he is involved in music and owns a business called UpForLive Music.com, as well as www.yourvoicebeheard.org. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party management, and institutional platforms.

James Sleeper is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Cadaret, Grant & Co., Inc. for 14 years and Capital Strategy Group Ltd for 33 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,000 advisors.

Michael Carroll is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Chase Investment Services Corp. prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, and brokerage services through both in-house and third-party investment managers.

Peter Grifo is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Cadaret, Grant & Co., Inc. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Paul Rubacka is a CFP® professional with 22 years of industry experience, currently serving at Edelman Financial Engines in East Syracuse, NY. His prior experience includes roles at Financial Engines Advisors L.L.C., Cuna Brokerage Services, Northwestern Mutual Investment Management, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with periodic rebalancing and a long-term investment orientation.

Ryan Smith is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital markets resources.

Courtney Arria is a CFP® professional with 20 years of experience in the financial services industry, currently practicing at LPL Financial since 2006. She is based in East Syracuse, NY. Outside of her advisory role, she serves as the executor of her late husband's estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, employing diverse strategies that include model portfolios, third-party subadvisors, and customized allocations.

Carol Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for 14 years before joining RBC in 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Matthew Crossman is a financial advisor at Ameriprise with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he provides notary services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.